Position in WTS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$340,561
-$615,654 QoQ
Shares Held
870
-73.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#369
of 574 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Triad Wealth Partners, LLC holds $4,700,725 across 8 Specialty Industrial Machinery names. WTS ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,809 | $1,623,091 | |
| 2 | GEV |
GE Vernova Inc.
|
872 | $1,024,477 | |
| 3 | CMI |
Cummins Inc
|
680 | $484,982 | |
| 4 | PH |
Parker-Hannifin Corp
|
433 | $423,525 | |
| 5 | WTS |
Watts Water Technologies Inc
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|
870 | $340,561 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,137 | $307,524 | |
| 7 | EMR |
Emerson Electric Co
|
1,870 | $267,690 | |
| 8 | AME |
Ametek Inc/
|
946 | $228,875 |
All Filings in WTS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,561 | 870 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $956,215 | 3,294 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $869,463 | 3,150 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $3,117 | 17 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||